Financial ADVSR advisor directory · SEC adviser records
Sera Capital Management, LLC financial advisors
Every SEC-registered investment adviser representative at Sera Capital Management, LLC, by the state and city of the office they work from.
4 registered advisors work at Sera Capital Management, LLC, in 2 states and 2 cities; the most are in Annapolis, MD (3). 0 list the CFP designation and 0 are also registered broker representatives.
Search every Sera Capital Management, LLC advisor by name →Who joined and left Sera Capital Management, LLC →Sera Capital Management, LLC: assets, clients and custodians →
Cities with the most Sera Capital Management, LLC advisors
Sera Capital Management, LLC advisors by state
Questions
How many financial advisors does Sera Capital Management, LLC have?
4 investment adviser representatives are registered with Sera Capital Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 0 list the CFP designation and 0 are also registered as broker representatives.
Where does Sera Capital Management, LLC have the most advisors?
Annapolis, MD, with 3 registered advisors, then Scottsdale, AZ (1). By state, Maryland has the most, with 3.
How do I find a Sera Capital Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Sera Capital Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Sera Capital Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →